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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
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CHARLES SCHWAB INVESTMENT ADVISORY INC

Time Period2017-12-31

Total Holdings77

Total Value ($x1000)27,826,693
Activities
New16

Increased45

Unchanged0

Decreased16

Sold Out11

Top 10 Stock Holdingstotal 57.38%
FNDX9.83

SCHX8.12

FNDF6.76

FNDA6.18

SHYG5.34

 
SCHF5.33

VMBS4.19

EMLC4.02

SCHA3.94

FNDE3.67

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
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FNDX
9.83%
SCHWAB FDT US LG
SCHX
8.12%
US LRG CAP ETF
FNDF
6.76%
SCHWB FDT INT LG
FNDA
6.18%
SCHWAB FDT US SC
SHYG
5.34%
0-5YR HI YL CP
SCHF
5.33%
INTL EQTY ETF
VMBS
4.19%
MORTG-BACK SEC
EMLC
4.02%
JP MORGAN MKTS
SCHA
3.94%
US SML CAP ETF
FNDE
3.67%
SCHWB FDT EMK LG
FNDC
3.59%
SCHWB FDT INT SC
IAU
3.53%
ISHARES
SCHE
2.76%
EMRG MKTEQ ETF
SCHH
2.69%
US REIT ETF
SCHC
2.52%
INTL SCEQT ETF
ITR
2.3%
INTR TRM CORP BD
BNDX
2.25%
INTL BD IDX ETF
VEA
2.02%
FTSE DEV MKT ETF
VV
1.89%
LARGE CAP ETF
VNQI
1.75%
GLB EX US ETF
SCHR
1.64%
INTRM TRM TRES
SCHD
1.39%
US DIVIDEND EQ
VTEB
1.18%
TAX-EXEMPT BD
SCHP
1.07%
US TIPS ETF
HYLB
1.01%
DEUTSCHE USD ETF
BKLN
0.85%
SENIOR LN PORT
EBND
0.84%
BRCLY EM LOCL
DWX
0.76%
S&P INTL ETF
TDTF
0.72%
IBOXX 5YR TRGT
ROBO
0.69%
ROBO STX GLB ETF
FEZ
0.59%
EURO STOXX 50
XLE
0.56%
SBI INT-ENERGY
TWOK
0.54%
SPDR RUSSEL 2000
VWO
0.48%
FTSE EMR MKT ETF
PDBC
0.47%
DB OPT YLD DIV
PRF
0.39%
FTSE RAFI 1000
PWZ
0.36%
CALI MUNI ETF
VGIT
0.35%
INT-TERM GOV
VOO
0.3%
SHS
VCLT
0.28%
LG-TERM COR BD
RWR
0.26%
DJ REIT ETF
AGZ
0.21%
AGENCY BOND ETF
PXF
0.21%
DEV MKTS EX-US
TIP
0.2%
TIPS BD ETF
PSK
0.2%
WELLS FG PFD ETF
JNK
0.18%
BRC HGH YLD BD
PRFZ
0.17%
FTSE US1500 SM
GLTR
0.17%
PHYS PM BSKT
VB
0.15%
SMALL CP ETF
PXH
0.14%
EMER MRKT PORT
VYMI
0.14%
INTL HIGH ETF
PDN
0.13%
EX US SML PORT
MLPA
0.13%
GLBL X MLP ETF
VSS
0.12%
FTSE SMCAP ETF
IEMG
0.11%
CORE MSCI EMKT
CMF
0.11%
CALI AMT-FRE ETF
CMBS
0.1%
CMBS ETF
VYM
0.03%
HIGH DIV YLD
VCIT
0.02%
INT-TERM CORP
SHM
0.01%
NUVN BR SHT MUNI
IGOV
0.01%
INTL TREA BD ETF
MBB
0.01%
MBS ETF
IFGL
0.01%
INTL DEV RE ETF
STIP
< 0.01%
0-5 YR TIPS ETF
FTY
< 0.01%
REAL EST 50 ETF
IWM
< 0.01%
RUSSELL 2000 ETF
PFF
< 0.01%
U.S. PFD STK ETF
VTV
< 0.01%
VALUE ETF
ZMLP
< 0.01%
ZACKS HG INC SHS
IVV
< 0.01%
CORE S&P500 ETF
TFI
< 0.01%
NUVN BRCLY MUNI
VBR
< 0.01%
SM CP VAL ETF
SCHB
< 0.01%
US BRD MKT ETF
IVW
< 0.01%
S&P 500 GRWT ETF
VTI
< 0.01%
TOTAL STK MKT
SAN
< 0.01%
ADR
(NOTE)
< 0.01%
PRN
IWB
1.85%
RUS 1000 ETF
LQD
0.41%
IBOXX INV CP ETF
IEI
0.36%
3-7 YR TR BD ETF
SCZ
0.32%
EAFE SML CP ETF
VWOB
0.25%
EMERG MKT BD ETF
VNQ
0.04%
REIT ETF
IQDF
0.04%
INTL QLTDV IDX
MBG
0.01%
BRC MTG BCKD BD
SPY
< 0.01%
TR UNIT
XOM
< 0.01%
COM
AAPL
< 0.01%
COM